Siebel Master Data Applications Reference. Version 7.8 March 2005

Transcription

1 Siebel Master Data Applications Reference Version 7.8 March 2005

2 Siebel Systems, Inc., 2207 Bridgepointe Parkway, San Mateo, CA Copyright 2005 Siebel Systems, Inc. All rights reserved. Printed in the United States of America No part of this publication may be stored in a retrieval system, transmitted, or reproduced in any way, including but not limited to photocopy, photographic, magnetic, or other record, without the prior agreement and written permission of Siebel Systems, Inc. Siebel, the Siebel logo, UAN, Universal Application Network, Siebel CRM OnDemand, TrickleSync, Universal Agent, and other Siebel names referenced herein are trademarks of Siebel Systems, Inc., and may be registered in certain jurisdictions. Other product names, designations, logos, and symbols may be trademarks or registered trademarks of their respective owners. PRODUCT MODULES AND OPTIONS. This guide contains descriptions of modules that are optional and for which you may not have purchased a license. Siebel s Sample Database also includes data related to these optional modules. As a result, your software implementation may differ from descriptions in this guide. To find out more about the modules your organization has purchased, see your corporate purchasing agent or your Siebel sales representative. U.S. GOVERNMENT RESTRICTED RIGHTS. Programs, Ancillary Programs and Documentation, delivered subject to the Department of Defense Federal Acquisition Regulation Supplement, are commercial computer software as set forth in DFARS , Commercial Computer Software and Commercial Computer Software Documentation, and as such, any use, duplication and disclosure of the Programs, Ancillary Programs and Documentation shall be subject to the restrictions contained in the applicable Siebel license agreement. All other use, duplication and disclosure of the Programs, Ancillary Programs and Documentation by the U.S. Government shall be subject to the applicable Siebel license agreement and the restrictions contained in subsection (c) of FAR , Commercial Computer Software - Restricted Rights (June 1987), or FAR , Rights in Data General, including Alternate III (June 1987), as applicable. Contractor/licensor is Siebel Systems, Inc., 2207 Bridgepointe Parkway, San Mateo, CA Proprietary Information Siebel Systems, Inc. considers information included in this documentation and in Siebel Business Applications Online Help to be Confidential Information. Your access to and use of this Confidential Information are subject to the terms and conditions of: (1) the applicable Siebel Systems software license agreement, which has been executed and with which you agree to comply; and (2) the proprietary and restricted rights notices included in this documentation.

3 Contents Siebel Master Data Applications Reference 1 Chapter 1: What s New in This Release Chapter 2: About Siebel Master Data Applications About Siebel Master Data Applications Modules 7 Product Components Included with Siebel Master Data Applications 9 Chapter 3: Siebel Master Data Applications Scenario Siebel Universal Customer Master Scenario 11 Chapter 4: Architecture and Framework About Siebel Master Data Applications Architecture 13 Siebel Master Data Applications User Interface Layer 14 Siebel Master Data Applications Business Object Layer 15 Siebel Master Data Applications Data Manager Layer 16 About Siebel Master Data Applications Integration 16 Appendix A: Additional License Restrictions Additional License Grants and Restrictions Regarding Siebel Master Data Applications 19 Index Siebel Master Data Applications Reference Version 7.8 3

4 Contents 4 Siebel Master Data Applications Reference Version 7.8

5 1 What s New in This Release What s New in Siebel Master Data Applications Reference, Version 7.8 Table 1 lists changes described in this version of the documentation to support Release 7.8 of the software. Table 1. What s new in Siebel Master Data Applications Reference, Version 7.8 Topic Chapter 2, About Siebel Master Data Applications Chapter 4, Architecture and Framework Description Updated this chapter for 7.8 terminology. Updated this chapter for 7.8 terminology. Siebel Master Data Applications Reference Version 7.8 5

6 What s New in This Release 6 Siebel Master Data Applications Reference Version 7.8

7 2 About Siebel Master Data Applications Siebel Master Data Applications provide a Siebel platform that functions as the master file for an organization s enterprise-wide customer information. It consists of the following master file modules: Siebel Universal Customer Master Siebel Universal Activity Master Siebel Universal Product Master Siebel Universal Marketing Master Siebel Universal Sales Master Siebel Universal Service Master Siebel Universal Field Service Master The Siebel Universal Customer Master is the base module on which all other master file modules build. The Siebel Universal Customer Master module consists of a set of Siebel data model tables that store customer data; the other modules extend this concept to hold additional marketing, sales, and service data. When Siebel Master Data Applications are used as the master database of an organization s data, one or more of the modules through Siebel and third-party software interact with back-office systems and Siebel Business Application deployments to provide a unified data-set across an organization s multiple channels, lines of business, and applications. In addition to the data model mentioned previously, Siebel Master Data Applications include a data manager, an object manager, and a user interface for administrators included with the Data Steward licensing options. About Siebel Master Data Applications Modules Siebel Master Data Applications include the base module (Siebel Universal Customer Master) and six additional modules comprising various subsets of enterprise-wide customer related data: Siebel Universal Customer Master Siebel Universal Activity Master Siebel Universal Product Master Siebel Universal Marketing Master on page 8 Siebel Universal Sales Master on page 8 Siebel Universal Service Master on page 9 Siebel Universal Field Service Master on page 9 Siebel Master Data Applications Reference Version 7.8 7

8 About Siebel Master Data Applications About Siebel Master Data Applications Modules Siebel Universal Customer Master The Siebel Universal Customer Master is a Siebel platform configured to store a clean and unified profile for enterprise customers, partners, and prospects. Traditional customer data such as Accounts, Contacts, Households, Partner, and Agent data is included as well as customer relationship information, address information, and asset information. The Siebel Universal Customer Master interacts within an enterprise architecture by integrating with key back-office systems to act as the master record for the customer-specific subset of an organization s data. The Siebel Universal Customer Master is based on the Siebel party data model. This model uses a single-party entity to represent organizations, positions, user lists, contacts, and employees and is implemented with Siebel extension tables. Each record of the party data model table can have complex hierarchical relationships with other parties. Siebel Universal Activity Master The Siebel Universal Activity Master module is an application extension to the Siebel Universal Customer Master that stores additional customer information. This extension creates an extended profiling view of an organization s customers. The key entities included with this module are activities, notes, agreements, entitlements, billing accounts, demographic information, business profiles, customer preferences, credit profiles, activities history, and analytical and segmentation information. Siebel Universal Product Master The Siebel Universal Product Master module is an application extension to the Siebel Universal Customer Master that stores an organization s product information. This extension creates a common and consistent definition of an organization s products and catalog. The key entities included with this module are product line management, product configuration, complex products, and price list. Siebel Universal Marketing Master The Siebel Universal Marketing Master module is an application extension to the Siebel Universal Customer Master that stores an organization s marketing information. This extension creates a central storage location for marketing efforts across an organization s multiple channels and disparate systems. The key entities included with this module are campaigns, offers, and responses. Siebel Universal Sales Master The Siebel Universal Sales Master module is an application extension to the Siebel Universal Customer Master that stores an organization s sales information. This extension creates a central storage location for sales efforts across an organization s multiple channels and disparate systems. The key entities included with this module are opportunities, opportunity products, competitors, decision issues, quotes, and orders. 8 Siebel Master Data Applications Reference Version 7.8

9 About Siebel Master Data Applications Product Components Included with Siebel Master Data Applications Siebel Universal Service Master The Siebel Universal Service Master module is an application extension to the Siebel Universal Customer Master that stores an organization s service information. This extension creates a central storage location for service efforts across an organization s multiple channels and disparate systems. The key entities included with this module are service requests, solutions, and account and policy details. Siebel Universal Field Service Master The Siebel Universal Field Service Master module is an application extension to the Siebel Universal Customer Master that stores an organization s field service information. This extension creates a central storage location for field service efforts across an organization s multiple channels and disparate systems. The key entities included with this module are field service activities, service agreements, asset management, invoices, inventory, repair, scheduling, and preventive maintenance. Product Components Included with Siebel Master Data Applications Certain product components of Siebel Business Applications are included with Siebel Master Data Applications and provide, or add, functionality to the master files. Only the Siebel products required to run Siebel Master Data Applications are included with the Siebel Master Data Applications base product. The following Business Application products are included with Siebel Master Data Applications: Siebel Application Object Manager Siebel Application Object Manager hosts the Business Objects layer and the Data Objects layer of the Siebel Business Application Architecture. See Siebel System Administration Guide for further information. Siebel Enterprise Application Integration (Siebel EAI) Siebel EAI provides components for integrating Siebel Business Applications with external applications and technologies. See Overview: Siebel Enterprise Application Integration for further information. Siebel Enterprise Integration Manager (Siebel EIM) Siebel EIM manages the exchange of data between Siebel database tables and other back-office databases. Siebel EIM is used for bulk data imports, exports, merges, and deletes. See Siebel Enterprise Integration Manager Administration Guide for further information. Siebel Business Process Designer Siebel Business Process Designer is a customizable business application that allows you to design, manage, and enforce your business processes. It allows you to design complex workflow processes and automate the enforcement of business policies and procedures. See Siebel Business Process Designer Administration Guide for further details about this product. Siebel Master Data Applications Reference Version 7.8 9

10 About Siebel Master Data Applications Product Components Included with Siebel Master Data Applications Siebel Entity Relationship Designer The Entity Relationship Designer is a visual design tool that allows you to create entity relationship diagrams (ERDs) to represent your business and then map the entities and relationships depicted in the diagram to objects in the Siebel repository, such as business components, links, and joins. See Configuring Siebel Business Applications for further information. Based on the software purchased, one or more of the following Siebel products and functionality may also be relevant to Siebel Master Data Applications implementation: Siebel Replication Manager Siebel Replication Manager distributes full schema and data replicas in order to support subordinate Siebel deployments. See Siebel Remote and Replication Manager Administration Guide for further information. Siebel Assignment Manager Siebel Assignment Manager distributes and assigns entities such as opportunities or service requests to individuals, positions, or organizations based on defined assignment rules. See Siebel Assignment Manager Administration Guide for further information. Siebel Tools Siebel Tools is an integrated development environment for configuring/customizing various aspects of Siebel Business Applications, including Data Layer, Object Layer, User Interface Layer, and publish/subscribe services. See Configuring Siebel Business Applications for further information. Siebel Analytics Siebel Analytics performs an analysis of customer, marketing, product, sales, and service activities based on premapped variables. See Siebel Analytics Server Administration Guide for further information. Siebel Data Quality Siebel Data Quality assists enterprises by standardizing their contact, account, and prospect data by data matching and data cleansing. See Siebel Data Quality Administration Guide for further information. Siebel Audit Trail Functionality Siebel Audit Trail functionality creates a history of the changes that have been made to various types of information in Siebel Business Applications. See Applications Administration Guide for further information. Siebel D&B Integration D&B's information and technology solutions help businesses find profitable customers, reduce credit risk, manage receivables, and manage vendors. D&B's database of commercial information consists of over 75 million records world wide. Siebel D&B integration allows Siebel Business Applications to access and use D&B data and reports. See Applications Administration Guide. 10 Siebel Master Data Applications Reference Version 7.8

11 3 Siebel Master Data Applications Scenario This chapter examines a fictional financial institution, its business requirements, and the Siebel Master Data Applications product solution based on the following scenario: a stand-alone UCM deployment. For background information about Siebel Master Data Applications, see Chapter 2, About Siebel Master Data Applications. Siebel Universal Customer Master Scenario The following business scenario is designed to provide guidance for a potential Siebel Master Data Applications deployment. The business institution and its existing implementation are described, followed by the benefits of the Siebel Master Data Applications and Siebel Universal Application Network solution. A review of the integration process with back-office systems is also included. Business Client A large, successful financial institution has evolved into a national enterprise with offices and business units in several locations across the country. Its core banking systems include client deposits, loans, and mortgages. It also offers credit card services and an investment banking service. Through mergers and acquisitions, the financial institution is also involved with the insurance industry, providing life, home, and car policies for its clients. Existing Implementation With this large number of business ventures and offices, the financial institution found itself using a myriad of applications for individual business units. Even in the same business units, different departments (HR and Accounting, for example) functioned on different back-office systems, which included multiple front office applications and multiple middle-tier systems, and various applications that stored subsets of customer information. Client, partner, and product information is spread across multiple IT systems. A large percentage of the IT budget for this institution is spent on maintenance and integration of these applications. However, removing or expanding the functionality of these legacy systems is difficult and costly. The solution is to continue to use the Siebel Master Data Applications as a key component in the synchronization of customer profile information across customer-related applications, including back-office applications. Siebel Master Data Applications Reference Version

12 Siebel Master Data Applications Scenario Siebel Universal Customer Master Scenario Siebel Master Data Applications Deployment In this scenario, Siebel Master Data Applications operate as a stand-alone application acting without a Customer Relationship Management (CRM) deployment in an application network. Siebel Master Data Applications reside outside any operational application and serve to store, synchronize, and reconcile customer data across the financial organization s enterprise. See Figure 1 for a model of this deployment. Figure 1. Siebel Master Data Applications Stand-Alone Deployment Scenario Siebel Master Data Applications Integration The Siebel Master Data Applications deployment uses the Universal Application Network (UAN) framework and architecture to synchronize account, contact, prospect, and household data across disparate systems. Each application on the UAN can act as a source of new and updated customer information and can also receive new and updated information from other applications. The UAN Customer Lifecycle Management suite provides integration business processes that route customer profile changes through the Siebel Universal Customer Master Application to provide cleansing, matching, and data enhancement. The Universal Application Network can also synchronize customer information between Siebel Master Data Applications and Siebel Business Applications (including previous versions). The current UAN Customer Lifecycle Management integration business processes are used primarily for scenarios in which multiple applications including Siebel Business Applications, back-office systems, and legacy applications store a copy of the customer profile and require Siebel Master Data Applications to act as the primary registrar to determine the validity of new and updated customer information. The UAN provides a reusable integration solution with Siebel Master Data Applications. 12 Siebel Master Data Applications Reference Version 7.8

13 4 Architecture and Framework This chapter provides a background for the framework, architecture, integration, and interactions of Siebel Master Data Applications. It also briefly describes the application s functionality and administration. About Siebel Master Data Applications Architecture Siebel Master Data Applications are based on the Siebel Business Application n-tier object architecture in which the user interface, business logic, and data are separated and layered, see Figure 2. Each tier contains a set of objects and components, which allows a high degree of reuse. The consolidated object layer makes for uniform communication across channels and interfaces. This architecture also allows flexible deployment scenarios and integration with new business processes and systems. Figure 2. Siebel Master Data Applications n-tier Architecture The Siebel Master Data Applications platform is designed for extreme fault tolerance with zero downtime. The database platform includes: High-availability upgrades and online upgrades of the production environment. Enhanced cluster support that allows automatic and transparent fail-over between servers and eliminates single points of failure. Siebel Master Data Applications Reference Version

14 Architecture and Framework About Siebel Master Data Applications Architecture Database auto-reconnect, which allows servers to continue operation after a temporary outage without any intervention. Server component reconfiguration without stopping any current tasks or client sessions. Supports multithreaded and interactive components, except background mode components. Siebel Master Data Applications User Interface Layer The user interface layer for Siebel Master Data Applications is interactive and customizable. It consists of two parts: the physical user interface layer, which includes templates and tags that render the user interface, and the logical user interface objects layer, which presents the data in the user interface. The physical rendering includes applets, charts, and reports. There are multiple presentation formats, including HTML, XML, and WML. The user interface layer contains no business logic. For further information about the user interface layer, see Configuring Siebel Business Applications. The user interface layer is used for the administration of the Siebel Business Information suite; see Administering Siebel Master Data Applications for further information. Administering Siebel Master Data Applications Siebel Master Data Applications are administered through Siebel Business Application user interface screens. However, only those screens necessary for viewing and administering the information contained within Siebel Master Data Applications are included. An example of the Contacts screen appears in Figure 3. Figure 3. Siebel Business Applications Contacts Screen 14 Siebel Master Data Applications Reference Version 7.8

15 Architecture and Framework About Siebel Master Data Applications Architecture The administration screens are used to look up small subsets of data. Access Control is enforced at the user interface level for Siebel Master Data Applications administration screens. Application Services Interfaces (ASIs) have full visibility of the data and run through the privilege check when accessing the CIF. For further information and procedures, see Configuring Siebel Business Applications and Security Guide for Siebel Business Applications. Siebel Master Data Applications Business Object Layer The business logic layer for Siebel Master Data Applications contains object abstractions of entities and represents internal and external data. The logic layer also allows for complex entity relationships. For further information about the business objects layer and how to customize it, see Configuring Siebel Business Applications. The business object manager consists of the Object Manager, Data Manager, and Siebel Master Data Applications Integration. Object Manager and Data Manager The object manager and data manager layer use: Business Objects Business Components Virtual Business Components These business objects are customizable. For further information about the business objects and data objects layer, see Configuring Siebel Business Applications. Workflow Integration Siebel Business Process Designer is the center of the business data flow. Workflow processes control the flow and transformation of data into and out of the Siebel Business Applications. You create the workflow processes using a graphical user interface provided within the Siebel Business Applications, called the Siebel Business Process Designer. For details on workflow and the Siebel Business Process Designer, see Siebel Business Process Designer Administration Guide. Integration Objects Integration objects are data containers used within the workflow environment. They represent the data structure of a Siebel Business Object or an external application's data object. You create integration objects with the Integration Object Builder provided in Siebel Tools. The Integration Object Builder creates Siebel Integration Objects from Siebel Business Objects, which are then used by components within the Siebel Master Data Applications Integration. For more information on Integration Objects, see Overview: Siebel Enterprise Application Integration. Siebel Master Data Applications Reference Version

16 Architecture and Framework About Siebel Master Data Applications Architecture Business Services Business services execute predefined or custom actions in a workflow process. One example of a business service is the Siebel Enterprise Application Integration (EAI) Adaptor. These business services act on property sets passed to them. They perform business logic operations such as interfacing with the database, interfacing to external systems, or transforming one integration object into another. Many business services are provided, but you can create your own. Although you can use business services to perform many different functions, they all have a standard interface. Business services have object-like qualities, such as methods, method arguments, and user properties. These elements define how a business service can be used. Business services are defined in Siebel Tools. Siebel Master Data Applications Data Manager Layer The Data Objects layer for Siebel Master Data Applications separates other layers from the database and is used only for data storage. It has native SQL and fully dynamic SQL generation. The data layer allows runtime switching between databases, for example, from local to server or testing to production. It auto-adapts to object manager and user interface requirements, and requires zero downtime for major release schema upgrades. Siebel Master Data Applications support leading databases (DB2 UDB for Windows and UNIX, DB2 UDB for OS/390 and z/os; Oracle; Microsoft SQL Server) on various platforms. The data layer can scale vertically (with size of server) and horizontally with database parallelization. For further information about the Data Objects layer, see Configuring Siebel Business Applications. The database tables support insert, delete, update, and query functionality to access data directly. About Siebel Master Data Applications Integration The following sections discuss the means for Siebel Master Data Applications integration. Siebel Universal Application Network Siebel Systems Universal Application Network (UAN) 1.0 uses a library of business processes to integrate external applications and Siebel Business Applications, including the Siebel Master Data Applications. This library consists of business process flows, common objects, and transformation maps that execute on third-party integration servers, such as Tibco and webmethods. For further information on UAN, see the following references: Universal Application Network Architecture Guide Siebel Business Integration Applications Implementation and Configuration Guide Siebel Business Integration Processes Guide Siebel Business Integration Common Objects Guide 16 Siebel Master Data Applications Reference Version 7.8

17 Architecture and Framework About Siebel Master Data Applications Architecture Siebel Enterprise Application Integration Siebel Enterprise Application Integration (Siebel EAI) provides components for integrating Siebel Business Applications with external applications and technologies, including Siebel Master Data Applications, and is designed to work with third-party solutions such as those from IBM, CrossWorlds, TIBCO, Vitria, SeeBeyond, webmethods, and others. Siebel EAI provides bidirectional real-time and batch solutions for integrating Siebel Business Applications with other applications, and is designed as a set of interfaces that interact with each other and with other components within Siebel Business Applications. For further information on Siebel EAI, see the following references: Overview: Siebel Enterprise Application Integration Integration Platform Technologies: Siebel Enterprise Application Integration Transports and Interfaces: Siebel Enterprise Application Integration Business Processes and Rules: Siebel Enterprise Application Integration Siebel Enterprise Integration Manager Siebel Enterprise Integration Manager (Siebel EIM) is an important component of Siebel Master Data Applications. It bulk imports and exports data residing in other back-office systems into Siebel Master Data Applications and consolidates and replicates information from these sources. Siebel EIM provides a schema abstraction and has high throughput. Some features of Siebel EIM include: Denormalized interface tables Declarative mapping defined in Siebel Tools Automated SQL generation Support for parallelized import For further information about Siebel EIM, see Siebel Enterprise Integration Manager Administration Guide. Transport Adapters Transport Adapters are prebuilt business services providing an interface between Siebel Business Applications and external applications. Transports allow Siebel Master Data Applications to exchange data with external applications using standard technologies for both synchronous and asynchronous communication protocols. Transports provide connectivity to virtually any communication protocol that can represent data as text or binary messages, including MQSeries from IBM, and HTTP. For details on transport adapters, see Transports and Interfaces: Siebel Enterprise Application Integration. Siebel Master Data Applications Reference Version

18 Architecture and Framework About Siebel Master Data Applications Architecture 18 Siebel Master Data Applications Reference Version 7.8

19 A Additional License Restrictions Siebel Master Data Applications are licensed subject to additional license grants and restrictions, see Additional License Grants and Restrictions Regarding Siebel Master Data Applications. These restrictions supersede all other grants and restrictions. Additional License Grants and Restrictions Regarding Siebel Master Data Applications Siebel Master Data Applications are licensed to Customer under the terms of the Agreement applicable to Programs, subject to the following additional grants and restrictions: Customer shall have no right to use the user interface layer of the Siebel Master Data Applications without purchase of the Customer Data Steward or Product Data Steward modules; Customer shall have the right to access the database containing the Siebel Data Model in any way required including direct SQL access through an external application; Customer shall have the right to use the Siebel Data Model solely as a source of customer, product, activity, sales, service, marketing, or field service information and any extensions made through the use of Siebel Tools; Customer shall have the right to use the Siebel Tools to configure the Siebel Master Data Applications solely in accordance with the Documentation to configure only those Business Objects and Business Components (BusComps) included with the licensed Siebel Master Data Applications (as set forth in Appendix 1) through the Object Manager and Enterprise Application Integration (EAI), Application Services Interfaces (ASIs), Enterprise Integration Manager (EIM), and Business Process Designer. Customer shall have the right to use System Administration solely in accordance with the Documentation including Business Process Designer and EIM administration and EAI configuration; Customer shall have the right to have programmatic access only to those Business Objects and BusComps included with the licensed Siebel Master Data Applications, solely through Object Manager and EAI, EIM, and Business Process Designer. Notwithstanding anything to the contrary, Customer shall have no right to (i) use screens/views/ applets or the Siebel user interface layer; (ii) extend or modify the Siebel Data Model other than through Siebel Tools; (iii) use the tables in the Siebel Data Model for any Siebel Programs not licensed by Customer (for example, Siebel PRM); (iv) use the Siebel Tools for general application development purposes, or (iv) use or access the Siebel Master Data Applications (including the Siebel Data Model) for Siebel non-crm (Customer Relationship Management) applications. Siebel Master Data Applications Reference Version

20 Additional License Restrictions Additional License Grants and Restrictions Regarding Siebel Master Data Applications Customer will not use this Siebel Master Data Applications licensing model to avoid paying Program License Fees for (1) full use of the functionality contained in other Siebel programs other than the Siebel Master Data Applications, or (2) the ability to use the Siebel Master Data Applications Programs outside of the specific license grants listed above. Table 2 sets forth the Business Components included in Siebel Master Data Applications. Table 2. Business Components Included in Siebel Master Data Applications Master Data Module Siebel Universal Customer Master Business Components Party Party Contact Party Relationship To Account Contact Contact Relationship Household CUT Address Personal Address Channel Partner Partnership Contact Opportunity Position Employee Expense FINCORP Account (Asset) FINCORP Deposit Account FINCORP Loan Account FINS AG Agent FINS All Policy Details FINS Group Policy FINS Household Policies (Read Only) FINS Life Policy Household FIN Accounts (Read Only) INS All Policies INS Policy (Asset) 20 Siebel Master Data Applications Reference Version 7.8

21 Additional License Restrictions Additional License Grants and Restrictions Regarding Siebel Master Data Applications Table 2. Business Components Included in Siebel Master Data Applications Master Data Module Siebel Universal Activity Master Business Components Action Contact Note Contact Private Note Personal Payment Profile Account Profile Attributes Account Credit Profile Account Note Account Private Note Account External Product Asset Mgmt (Asset) Sub Account Entitlement Account Entitlement Contact Service Agreement Coverage Attributes Partner Certification Action Copy Coverage Attributes Household Action (Read Only) Household Contact Note (Read Only) Household Service Agreement (Read Only) Partner Certification Criteria Partner Product Product Line FINCORP Client Contact Management FIN Contact Income FIN Contact Employment FINS Financial Statement Contact FINS Financial Accounts for Contacts FINCORP Contact Education FINCORP Contact Experience Siebel Master Data Applications Reference Version

22 Additional License Restrictions Additional License Grants and Restrictions Regarding Siebel Master Data Applications Table 2. Business Components Included in Siebel Master Data Applications Master Data Module Siebel Universal Activity Master (continued) Business Components FINCORP Investor FINCORP Transaction FINS AG Agency's Contracts FINS AG Agency's Errors And Omissions FINS AG Agency's Licenses And Appointments FINS AG Agent's Contracts FINS AG Agent's Errors And Omissions FINS AG Agent's Licenses And Appointments FINS AG Agent's NASD Registration FINS Billing Accounts FINS Billing Accounts (No Contact Copy) FINS Contact Household Contact FINS Household Billing Accounts (Read Only) 22 Siebel Master Data Applications Reference Version 7.8

23 Additional License Restrictions Additional License Grants and Restrictions Regarding Siebel Master Data Applications Table 2. Business Components Included in Siebel Master Data Applications Master Data Module Siebel Universal Product Master Business Components Complex Product Internal Product Internal Product Attributes Internal Product Attachment Internal Product Image Internal Product Translation Component Product Price List Price List Item Price Book Price Book Attributes Price Book Attribute Values Price Book Groups Admin Product Line Admin Product Line Fee Consumer Product Catalog Category Product Entitlement Details Key Feature Admin Product Comparison Sales Tool by Product XA Attribute Value Cost List Item Product Defect Partner Product Revenue Siebel Master Data Applications Reference Version

24 Additional License Restrictions Additional License Grants and Restrictions Regarding Siebel Master Data Applications Table 2. Business Components Included in Siebel Master Data Applications Master Data Module Siebel Universal Sales Master Business Components Opportunity Opportunity (Orders) Competitor Competitor 2 Quote Quote Attachment Quote Item Orders Order Entry (Orders) Order Entry (Line Items) Order Entry (Order Terms) Decision Issue Decision Issue Attachment Opportunity Forecast Opportunity Forecast Detail (Wide) Opportunity Forecast Line Opportunity Person Forecast Opportunity Product Forecast 24 Siebel Master Data Applications Reference Version 7.8

25 Additional License Restrictions Additional License Grants and Restrictions Regarding Siebel Master Data Applications Table 2. Business Components Included in Siebel Master Data Applications Master Data Module Siebel Universal Service Master Business Components Service Request Related Service Request Solution Related Solution Resolution Activity SR Resolution Item RMA Service Agreement Account Service Agreement Service Agreement Contact Service Agreement Product Service Agreement Attachment Product Defect Decision Issue Customer Survey Customer Product Activity Plan Related Service Request FIN Service Request Siebel Master Data Applications Reference Version

26 Additional License Restrictions Additional License Grants and Restrictions Regarding Siebel Master Data Applications Table 2. Business Components Included in Siebel Master Data Applications Master Data Module Siebel Universal Marketing Master Business Components Campaign Campaign Achievement Campaign Contact Campaign Groups Campaign List Contact Campaign Lists Campaign Occurrence Offer Campaign Recipient Prospect Contact-Prospect Campaigns Prospect Partner Prospect Recipients Prospect Substitution List Management List Mgmt List Member Prospect List Mgmt Prospective Contact List Mgmt Prospective Contact Mkt Segment List Mgmt Prospective Contact (Attributes) Offer Response Segments Programs Program Container Program Container Occurrences Program Occurrences 26 Siebel Master Data Applications Reference Version 7.8

27 Additional License Restrictions Additional License Grants and Restrictions Regarding Siebel Master Data Applications Table 2. Business Components Included in Siebel Master Data Applications Master Data Module Siebel Universal Field Service Master Business Components FS Activities (Time, Expense, Material, Skills, Steps, Instructions) Service Agreement Entitlement Warranty Asset Management Asset Measurement Preventive Maintenance Invoice Inventory Order entry Cycle Counting Shipping Receiving Replenishment Repair FS Price List FS Product Scheduling The Siebel Master Data Applications are licensed based on: The number of unique Contact Records which the customer may store in the Universal Customer Master. The number of Application Instances integrated to the Siebel Universal Customer Master. A Contact Record is a database record of an individual contact that is stored in the Siebel Data Model. For those customers who cannot identify or otherwise count the number of individual contacts for which the application will provide master functionality, on an exception basis the products may be priced and licensed on the basis of the number of account records (records in the Siebel Data Model) in the Siebel Universal Customer Master deployment, using a ratio that assumes 20 contact records for each account record. Approval is required to price and license on this basis. An Application Instance is each individual installation of an application. All Application Instances that meet the following criteria are counted as Application Instances that are integrated to the Siebel Master Data Applications: Access information from Siebel Master Data Applications as a source of information. Siebel Master Data Applications Reference Version

28 Additional License Restrictions Additional License Grants and Restrictions Regarding Siebel Master Data Applications Send information to Siebel Master Data Applications. Receive information from Siebel Master Data Applications. Such Application Instances can be integrated to Siebel Master Data Applications by means of direct connection, integration server, a messaging bus, flat file, or any other means of real-time, near realtime or batch integration. Application Instances used solely for inter-application communication, such as IBM MQ Series, are not counted as Application Instances integrated to Siebel Master Data Applications. The Siebel Universal Product Master Applications are licensed based on: The number of unique Product Records which the customer may store in the Universal Product Master. The number of Application Instances integrated to the Siebel Universal Product Master. A Product Record is a database record of an individual product that is stored in the Siebel Data Model. 28 Siebel Master Data Applications Reference Version 7.8

29 Index C components 9 customer information Siebel Universal Activity Master, about using 8 D D&B information, about 10 deployment stand-alone application scenario 12 E Entity Relationship Designer 9 entity relationship diagrams (ERDs), about creating 10 F features, new 5 field service storing organization s field service information 9 G grants and restrictions 19 L license 19 M marketing storing organization s marketing information 8 master file modules See modules modules about 7 Siebel Universal Activity Master 8 Siebel Universal Customer Master, about 8 Siebel Universal Customer Master, as base module 7 Siebel Universal Field Service Master 9 Siebel Universal Marketing Master 8 Siebel Universal Product Master 8 Siebel Universal Sales Master 8 Siebel Universal Service Master 9 N new features 5 P product components 9 products storing organization product s information 8 R restrictions 19 S sales storing organization s sales information 8 scenarios 7 Siebel Universal Customer Master scenario 1 11 service storing organization s service information 9 Siebel Analytics 10 Siebel Application Object Manager 9 Siebel Assignment Manager 10 Siebel Audit Trail Functionality 10 Siebel Business Application Integration 9 Siebel Business Process Designer 9 Siebel D&B Integration 10 Siebel Data Quality 10 Siebel Enterprise Integration Manager 9 Siebel Entity Relationship Designer 9 Siebel Replication Manager 10 Siebel Tools 10 Siebel Universal Activity Masters 8 Siebel Universal Customer Master contents of 7 module, about 8 scenario 1 11 Siebel Universal Field Service Master 9 Siebel Universal Marketing Master 8 Siebel Universal Sales Master 8 Siebel Universal Service Master 9 stand-alone application scenario 12 Siebel Master Data Applications Reference Version

30 Index S 30 Siebel Master Data Applications Reference Version 7.8